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UBS Group
UBS

Overview Fund Activity

566 hedge funds and large institutions have $43B invested in UBS Group in 2024 Q4 according to their latest regulatory filings, with 86 funds opening new positions, 206 increasing their positions, 179 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
566
Holders Change
+21
Holders Change %
+3.85%
% of All Funds
7.54%
Holding in Top 10
17
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+13.33%
% of All Funds
0.23%
New
86
Increased
206
Reduced
179
Closed
54
Calls
$597M
Puts
$824M
Net Calls
-$227M
Net Calls Change
-$31.9M

Top Buyers

1
DZ Bank
DZ Bank
Germany
$858M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$1.7B
3
SP
SIH Partners
Delaware
$215M
4
Pictet Asset Management
Pictet Asset Management
Switzerland
$1.07B
5
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
$134M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$803M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$2.46B
3
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$1.57B
4
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$188M
5
Bank of America
Bank of America
North Carolina
$281M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCI
151
Brinker Capital Investments
Pennsylvania
$4.12M -$5K -165 -0.1%
OPS
152
Orion Portfolio Solutions
Nebraska
$4.12M -$5K -165 -0.1%
HighTower Advisors
153
HighTower Advisors
Illinois
$3.72M -$208K -6,847 -5%
TCCM
154
Timber Creek Capital Management
Massachusetts
$3.57M +$9.43K +311 +0.3%
US Bancorp
155
US Bancorp
Minnesota
$3.45M +$599K +19,743 +21%
VA
156
Vident Advisory
Georgia
$3.44M -$132K -4,336 -4%
HCM
157
Helios Capital Management
Singapore
$3.42M +$421K +13,776 +14%
DWA
158
Dorsey Wright & Associates
California
$3.35M -$950K -31,345 -22%
PIM
159
Plato Investment Management
Australia
$3.3M +$130K +4,220 +4%
ITC
160
Inspire Trust Company
Nevada
$3.27M +$109K +3,583 +3%
MCM
161
Mitchell Capital Management
Kansas
$3.22M -$79.7K -2,629 -2%
MGP
162
Metis Global Partners
California
$3.19M +$165K +5,390 +5%
Wealth Enhancement Advisory Services
163
Wealth Enhancement Advisory Services
Minnesota
$3.19M +$7.91K +261 +0.2%
GAM
164
Groupama Asset Management
France
$3.17M -$184K -6,644 -5%
PNC Financial Services Group
165
PNC Financial Services Group
Pennsylvania
$3.12M +$1.91K +63 +0.1%
Jane Street
166
Jane Street
New York
$3.02M -$1.1M -36,166 -27%
Citadel Advisors
167
Citadel Advisors
Florida
$2.89M +$2.5M +82,463 +638%
HCMT
168
Highland Capital Management (Tennessee)
Tennessee
$2.89M -$76.6K -2,525 -3%
Cerity Partners
169
Cerity Partners
New York
$2.81M -$1.14M -37,158 -29%
Two Sigma Advisers
170
Two Sigma Advisers
New York
$2.8M -$3.15M -104,000 -53%
USAA
171
United Services Automobile Association
Texas
$2.77M – – –
LCM
172
Logan Capital Management
Pennsylvania
$2.71M +$44.9K +1,480 +2%
CCG
173
Cloverfields Capital Group
Minnesota
$2.69M +$182K +5,990 +7%
BS
174
Banco Santander
Spain
$2.62M +$711K +23,457 +37%
MML Investors Services
175
MML Investors Services
Massachusetts
$2.61M -$30.1K -993 -1%
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